Ways we can help

Think of us as your strategic investment partner. Since our inception, we have been passionately committed to exceeding each client’s expectations. This philosophy is at the heart of everything we do at Chandler Asset Management.

 

Our Strategies

Since clients have differing objectives and constraints, we manage each portfolio separately. This process begins by taking the time to get to know our clients and understand their unique needs so we can act as a true partner who works passionately to help them reach their long-term goals.

The Team at Work
Fixed Income Strategy (as of 9/30/2024)
Yield
Duration
Quality*
Profile
Ultra Short Bond Arrow
4.29%
0.95
AA

Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA Blended 0-3 Year US Treasury Index.

Limited Maturity Arrow
3.99%
1.83
AA

Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-3 Year US Treasury Index.

Short Term Bond Arrow
3.91%
2.59
AA

Chandler’s Short Term Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-5 Year US Treasury & Agency Index.

All Corporate Arrow
4.29%
2.31
A-

The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BofA 1-5 Year US Corporate Index.

Intermediate Bond Arrow
3.89%
3.59
AA

The Intermediate Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Treasury & Agency Index.

1-10 Year Govt / Corporate Arrow
4.05%
3.72
AA-

The 1-10 Year Government/Corporate strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Corporate and Government Index.

Core Bond Arrow
3.38%
5.09
AA-

Chandler’s Core Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.

Guided Portfolio Strategies ("GPS") Arrow
--
--
--

Chandler's GPS Strategies provide a "turnkey" solution to managing short-term investment and liquidity needs. The strategy has a low investment minimum and full-time fiduciary oversight.

Asset Allocation Strategy (as of 9/30/2024)
Profile
Multi-Asset Class  Arrow

Chandler’s Multi-Asset Class (“MAC”) Strategy invests in a well-diversified portfolio of financial assets, including stocks, fixed income securities, commodities, and REITs. The MAC strategy seeks to add value through a disciplined, quantitative and qualitative process.

*Composite quality based on S&P ratings.

Fixed Income Strategy (as of 9/30/2024)
Yield
Duration
Quality*
Profile
Short Term Bond SMA Arrow
3.87%
2.71
AA-

The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.

0-6 Year Corporate Bond Ladder Arrow
5.31%
2.16
A-

The 0-6 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 6 years.

0-12 Year Corporate Bond Ladder Arrow
5.22%
4.07
A-

The 0-12 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 12 years.

Intermediate Bond SMA Arrow
3.99%
3.91
A+

The Intermediate Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the ICE BofA 1-10 Year Gov’t/Corporate Index.

Core Bond SMA Arrow
2.98%
4.78
AA-

Chandler’s Core Bond SMA strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.

*Composite quality based on S&P ratings.

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Core Benefits

Risk Management

Risk Management

Emphasis at all times on preservation of your capital and your risk tolerance

Performance

Performance

Experienced in fixed income investing in all market cycles

Service

Service

A strong client-centered culture that values responsive, personal service

Public Agencies and Institutions

We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Our Founder Kay Chandler continues to be the driving force behind the firm. Martin Cassell, our CEO leads the investment team and oversees the firm’s business activities.

The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.

 

Financial Professionals

Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.

We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.

 

img_strategies_public_agencies

Public Agencies and Institutions

We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Martin Cassell, our CFO leads the investment team and oversees the firm’s business activities.

The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.

Financial Professionals

Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.

We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.

img_strategies_financial_professionals
placeholder_200x200

Financial Professionals

Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.

We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.

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